Insurance Sales Representative
6 days ago
We are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at PR Financial. As a Life Insurance Agent, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance and support in navigating our insurance products.
Key Responsibilities:
- Business Development: Grow new business by generating a prospective customer base and promoting our insurance products through networking, referrals, cold calling, and other marketing strategies.
- Customer Service: Provide warm and professional customer service while onboarding new clients and maintaining existing relationships, including booking appointments, responding to inquiries, and resolving insurance-related questions.
- Policy Administration: Manage electronic and paper records, ensure all contracting paperwork is up-to-date, and aid policyholders with the insurance claims process.
- Insurance Expertise: Evaluate new customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
Requirements:
- Customer Service Experience: Proven customer service or sales representative experience is highly valued.
- Education: High school diploma or equivalent required, Bachelor's degree desired.
- Technical Skills: Familiarity with the Microsoft Office suite.
- Industry Experience: Background in the health insurance or life insurance industries preferred.
- Licensing: Active Life & Health insurance license is a strong bonus.
Compensation: $85,000 - $150,000
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